Setting Up Books

The rooms in your practice can be grouped into books for convenience in scheduling. When you open the Daily Appointments (Daybook) window, the rooms that are displayed are determined by the open book. Auto-Scheduling is more effective when you use books.

Example:Example:If you set up a book with the preferred rooms and hours for a doctor, the auto scheduler finds only time slots within those parameters.

Every office has a default book, created by the Scheduler Setup Wizard, that runs automatically when the software is installed.

The default book for each office contains:

All the rooms for the office.
Hours the office is open.

You can create other books to facilitate the specific needs of your office.

Example:Example:You can create a book that contains different rooms for different days of the week. Each person in the office can have a book containing only the information he needs to access.

You can:

Color-code books to ensure that different rooms are easily identified.
Use room colors to identify special purpose rooms, such as hygiene rooms or rooms assigned to a particular doctor.

In a multi-office installation:

Room colors can be used to identify the office to which the room is assigned.
The same room can be identified by different colors in different books.

An appointment can be scheduled in any book, and shows up in all books that contain the room in which the appointment is scheduled.